We know that tax season can be stressful so we have put together all of our tax resources in one place to help ease the burden. Of course, if you have additional questions about anything provided on this page, we’re just a phone call away.
The following information applies to taxable accounts and retirement accounts from which distributions were taken. If you have annuities and are taking distributions, these will come from their respective carriers as usual.
All LPL Financial tax documents can be accessed via the Account View website (Click the button below to access the site). If you have not registered for access yet, you can do so by clicking the "Sign Up" button below the login field. Your Account View will provide the same documents we are able to see. If the document is not available yet, we do not have access to it either. If you have any trouble, please contact our office by calling (619) 295-9930 or by sending an email to email@example.com
Weekly Tax Form MailingsLPL begins issuing 1099-Consolidated Tax Statements on a weekly basis in January each year. Forms will be available based on finalization of all current tax year information which are generally received any time between January and April.
Tax Season EssentialsIn order to meet all IRS deadlines, reduce errors, and reduce the need to mail corrected versions, LPL mails the 1099 Consolidated Tax Statements in weekly phases.
DOWNLOAD LPL'S 'PREPARING FOR YEAR-END & THE 2023/2024 TAX SEASON'
DOWNLOAD LPL's 2023/2024 TAX SEASON GUIDE
Key information and financial data for 2023.
DOWNLOAD KEY INFORMATION & FINANCIAL DATA FOR 2023
In this guide, we will explore where your tax dollars go, some of the ways tax filing may look different in 2024, and what you can do to prepare. Keep in mind, this guide is for informational purposes only and is not a replacement for real-life advice, so make sure to consult your tax, legal, and accounting professionals before modifying your strategy.
DOWNLOAD OUR 2024 TAX PLANNING GUIDE